Santander Max 50% Shares Portfolio

Quick Stats

Bid Price - Offer Price -
Mid Price GBX 167.20 Day Change GBX +0.10 (0.06%)
Price Date 24 Feb 2017 Crown Rating
Shares Class Inc. Yield 1.78 %
Total Expense Ratio 0.00 Fund Size 767,967,180.70
Launch Date 11/12/2008 Standard Initial Charge (%) 7.00
Currency GBX ISA Eligible Yes
Annual Management Charge (%) 0.55 Sector IMA UK Equity Income
Min Investment (£) 10,000,000.00 Total Expense Ratio (%) 0.00
ISIN GB00BVDPJ674 Min TopUp (£) 1.50

Fund Objective

The fund’s investment objective is to produce an attractive level of return from a portfolio invested in a diversified range of fixed interest investments and equities, with fixed interests never falling below 50% of the fund’s portfolio value. This exposure can be achieved directly or through investment in collective investment schemes. Investments will also be made in other permitted assets as described in section 2.1 of the prospectus, including but not limited to fixed interest investments, warrants and derivatives.

Fund Managers

Tom Caddick
Tom Caddick, Head of Global Multi Asset Solutions, joined Santander Asset Management in early 2011 and has overall department responsibility, heading a team of over 26 investment professionals across four locations with in excess of €21 billion asset under management and the same again under advice. Tom has over 18 years’ fund management experience and was previously Head of Multi Manager and Fund Selection at LV=Asset Management. Before joining LV, Tom was a Fund Manager at F&C Asset Management. Tom holds a BA (Hons) degree in Accounting and Finance.